Product Tour

One night at a plumbing company.

A missed call at 10:42 PM. A burst pipe on the website chat at 11:08. Here's what MyProspectPortal does with them while the owner's asleep, and what's waiting at 7 the next morning.

Start the tour Skip to the live demo

8 steps · about 2 minutes · example business and data

Setup Missed call Website chat Inbox Lead screen Pipeline CRM sync Home
Before tonight · Setup

Paste your website. It learns your business.

Rossi Plumbing types in their web address. The assistant reads the site and learns the services, hours and service area, so its answers come from Rossi's own pages instead of a template.

  • Add or correct an answer any time, in plain English
  • Match your colors and write your own greeting
  • One line of code puts it on your site. See the setup guide
app.myprospectportal.com/onboarding
Create my assistant
  • Home
  • Services: drains, water heaters, repiping
  • Emergency service
  • Service area & hours
Assistant ready. 4 pages learned
10:42 PM · Missed call Pro & Scale

The call you missed gets a text in seconds.

A homeowner calls about a leaking water heater. Nobody picks up, and they don't leave a voicemail. Most people would just call the next plumber. Instead, they get a text from Rossi's business number asking what they need.

  • Keep your number. Your carrier forwards the calls you don't answer
  • Their reply comes to your phone, and you text back as the business
  • On your personal cell? Friends and family on your never-text list are skipped
Missed call(555) 014-2290 · no voicemail

Text sent automatically · 10:42 PM

Sorry we missed your call! This is Rossi Plumbing. What do you need help with, and what's the address?
Water heater's leaking all over the garage. 418 Elm St. Can someone come tonight?

Reply forwarded to the owner's phone · 10:46 PM

11:08 PM · Website chat

A burst pipe, answered and flagged.

Someone else finds Rossi on Google and opens the chat. The assistant answers from Rossi's own pages, gets what the team needs to call back, and marks it urgent so it's the first thing they see.

  • Answers questions about services, hours and service area
  • Gets name, phone and address in the conversation, not a form
  • If it doesn't know, it says so instead of making something up
rossiplumbing.com
Rossi Plumbing Co.Usually replies instantly
Pipe burst under my kitchen sink, water everywhere. Do you do emergencies?
Yes, Rossi Plumbing handles emergency leaks 24/7. What's your name and the best number to call?
Sarah Kim, (555) 302-1189
Thanks, Sarah. What's the address?
22 Birch Ct, Waukesha
Got it. I've marked this urgent so the team calls you first.
Urgent
New lead: Sarah KimBurst pipe · 22 Birch Ct · (555) 302-1189
7:00 AM · Inbox

Everything from last night, in one list.

The owner opens one inbox instead of four apps. Website chats, texts, emails and Facebook messages are all there, newest first, each with a one-line summary. Replies go back out on whatever channel the customer used.

  • Connect Gmail or Outlook and customer emails sit next to your chats
  • Add a sender as a lead, or block one, in one click
  • Chat and email on every plan. Messenger on Pro & Scale, two-way texting on Scale
app.myprospectportal.com/inbox
Inbox5 unread
  • Sarah Kim UrgentBurst pipe under the kitchen sink, wants a call ASAP
  • (555) 014-2290Water heater leaking in the garage, 418 Elm St
  • Marcus TateDo you do drain cleaning on Saturdays?
  • Ray DelgadoRe: yearly maintenance plan, ready to sign up
  • RankFast SEOWe can get you to #1 on Google this month
Send by email
7:00 AM · AI lead screen

Only real customers make it to the pipeline.

Not everyone who writes in is a customer. Every new contact, from every channel, gets checked within seconds. Sales pitches, job seekers and personal messages stay in the inbox. Real leads move on.

  • Not sure? It lets them through. A stray card costs less than a lost job
  • Anything filtered stays in your inbox, and you can add it back as a lead
  • Included on every plan
app.myprospectportal.com/inbox
New contacts · screenedOvernight
  • Sarah KimBurst pipe, wants a call ASAP
    Lead
  • (555) 014-2290Water heater leaking in the garage
    Lead
  • Marcus TateDrain cleaning on Saturdays?
    Lead
  • Ray DelgadoReady to sign up for the maintenance plan
    Lead
  • RankFast SEO#1 on Google this month
    Sales pitch
  • Jordan PriceAttaching my resume for the tech job
    Job seeker

4 leads added to your pipeline · 2 kept out

7:15 AM · Pipeline

Every job has a next step and an owner.

Leads land in New. When a customer replies, their card moves to Qualified on its own. Assign a job to a tech, and the next follow-up date fills in for you, so nothing sits forgotten in a notebook.

  • Move cards from New to Won as you work them
  • See what's worth chasing with a dollar value on every card
  • Automated follow-up emails on Pro & Scale
app.myprospectportal.com/pipeline

New

Sarah KimBurst pipe repair
$650JR
Marcus TateDrain cleaning
$220AM
Follow up Thu
(555) 014-2290Water heater leak
$1,400JR
Follow up today

Qualified

Sarah KimBurst pipe repair
$650JR

Replied · moved automatically

Ray DelgadoMaintenance plan
$300/yrAM

Won

Dana LinRepipe, 2 baths
$4,800JR
7:16 AM · CRM sync Pro & Scale

Already run on a CRM? It shows up there too.

Rossi schedules jobs in Jobber. New leads from MyProspectPortal show up there on their own, so nobody copies names from one screen to another at the end of a long day.

  • HubSpot, Jobber, Salesforce and HighLevel
  • Coming from another tool? Import contacts from a CSV
  • Disconnect any time. Your leads stay in MyProspectPortal. All integrations
app.myprospectportal.com/settings/crm
CRM connectionSynced just now
HubSpotAvailable
JobberAvailableConnected
SalesforceAvailable
HighLevelAvailable
New lead Pipeline Jobber
Month end · Home

See what it's actually worth.

The home screen leads with money: what's in the pipeline, what you've won, and who needs a call today. No vanity charts.

  • Pipeline value over time, from the dollar values on your cards
  • Today's follow-ups in one list, so you know who to call first
app.myprospectportal.com/home
In pipeline$0
Won this month$0
Follow-ups today0

Pipeline value, last 9 weeks

  • (555) 014-2290Water heater leak · quote sentCall
  • Marcus TateDrain cleaning · asked about SaturdayCall

Example data

Your turn

Now ask it something real.

This is a live assistant, not a recording. Ask about pricing, setup, or how it handles your leads.

  • No account needed
  • On your site, it answers from your pages

See it running on your own website.

Start your free trial today — no credit card required.

Start Free Trial